-90.5%
AMIX vs GSK
+14.2%
-104.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.4% | +9.4% | +11.7% |
| 7D | +1.2% | +4.9% | -3.7% | +1.2% |
| 30D | -45.3% | +10.8% | -56.2% | -45.7% |
| 3M | -83.1% | -1.8% | -81.3% | -83.0% |
| 6M | -76.9% | +4.1% | -81.0% | -76.8% |
| YTD | -85.3% | +7.9% | -93.2% | -85.4% |
| All | -90.5% | +14.2% | -104.7% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling